Billing units are added automatically when you finish working on a case based on 6 minutes per unit.
The following confirmation screen is displayed for you to enter the details of the work carried out. You can either manually enter the description, if it's a standard item of work, you can select it from the drop down list. See the section below on setting up the standard items
You can optionally add billing units by using the "Add Units" menu button on the Case Details form
The "Manual Entry" option will open up the Add Billing Record form to allow you add the required number of units
The other options listed in the "Add Units" menu automatically add units without any further user input. You will receive confirmation in the bottom right of the Status Bar as shown below
Setting up Standard History / Billing items
These customisable options are defined in the System Parameters. (Tools -> System Parameters).
Parameters with a code of 600 list the billing units to make available in the "Add Units" menu on the Case Details form.
Code = 600
ID = Short Name to identify the reason ( This is what will appear in the drop down menu)
Sub ID = The list of case types that this standard entry will be available to . Eg. ACDE will make it available to Case Type A, Case Type C, Case Type D and Case Type E. You can enter * to make it available for all case types
Text Value = This is what will be added to the Case History form - See Below
Integer Value = The number of units associated with this entry. a -1 in here means that the number of units will be entered manually by the user when the user clicks the relevant entry on the "Add Units" button on the Case Details form.
An example of the history entries created on a case :